Export test plan

With this function, you can export a test plan version as a file in a data exchange format (JSONV1, ASCII transfer format ("*.dfd"), CSV, descriptions to the data formats under “Administrator's manual infra CONVERT > Export”) or write the contents of the test plan directly to a Microsoft Excel file you have configured.

Important If you use infra CONVERT as a module in a CAQ system, the test plan will automatically be saved in the CAQ system’s default path when saving a project (see Functions > Projects > Save project; Introduction > User manual tips > If infra CONVERT is integrated into a CAQ system).

Note Information on how to create and edit Excel templates can be found here: User manual infra CONVERT > Additional information Create and edit Excel templates. For information on the structure of the data exchange formats, see an dieser Stelle informieren: Administratorhandbuch infra CONVERT > Export

Content

• Workflow
• Customization

Workflow

Step		Action	Result
1	Open export menu	In the Project overview, right-click on the test plan version you to export.	A context menu opens: Up to program version 1.3.7.0 the context menu appeared like this:
2	Export test plan …	The test plan can now be … 2a) …exported in JSON format. 2b) … exported in ASCII transfer format. 2c) … exported in CSV format. 2d) … exported to an Excel file.
2a	… in JSON format	In the context menu, click on Export to one file > JSON. Note Up to program version 1.3.7.0 the entry in the context menu was Export as.	In the file manager window that opens, you can now save the file as usual in a location of your choice.
2b	… … in ASCII transfer format	1) You can either export the partial test plans to separate DFD files by clicking Export to multiple files > ASCII, or to a merged DFD file* by clicking Export to one file > ASCII. Note A partial test plan contains the characteristics related to a drawing sheet. Note* The export to a file is available starting with program version 1.3.8.3.	1a) The “Export in ASCII transfer format” dialogue window will open:
2b	… … in ASCII transfer format	2) Here, you can enter data for the file header and then click on Export.	2) In the file manager window that opens, you can now save the file as usual in a location of your choice
2c	… in CSV format	In the context menu, click on Export to one file > CSV. Note Up to program version 1.3.7.0 the entry in the context menu was Export as.	In the file manager that opens, you can now save the file as usual in a location to be determined by you.
2c	… in CSV format (individually formatted)	As an alternative to regular CSV export, you can export an individually formatted CSV test plan based on an Excel template file (XLTX). Follow the instructions for step 2d “Export test plan to an Excel file”. Finally, select “CSV” as the file type in the file manager. Note This export option is available as of program version 1.3.9.4.
2d	… to an Excel file	1) In the context menu, click on Export to one file > EXCEL. Note Microsoft Excel must be installed on the computer to execute the export. Note Up to program version 1.3.7.0 the entry in the context menu was Export as.	1) The “Export to an Excel file” dialogue window will open:
2d	… to an Excel file	2) Here, you can now select the Excel template file and check the Open Excel box if you want Microsoft Excel to open once the export is complete. Then, click Export.	2) In the file manager window that opens, you can now save the file as usual in a location of your choice. XLSX, XLS, XLSM and CSV are available as file types. Note The file type “CSV” is available as of program version 1.3.9.4.